For administrative staff you will need to assign Roles and Departments:
In the Back Office system, every account has the "Associate" label.
Only Administrative Staff, those granted Staff Roles, will have the added Staff label.
Think of Roles as the actions a staff member can take, while Departments determine the notifications they'll receive.
> From the associate's Settings page select the 'View Roles' Link.
> From the Departments page, hover over the 'Actions' button and select 'Edit Roles'
Ensure the Staff member is set to the right Organization Level. (office level)
If an associate's Staff roles are set at the top office level, they will have the same roles in all branches. If roles are set at lower or separate office level, the associate will only have those actions available at that level.
This is an important distinction if you have multiple offices.
Use the drop-down menus to select and assign roles. You can use the 'Quick Select Group by Staff Role' to choose a group of related admin roles or use the ‘Staff Security Roles' to fine-tune admin abilities.
After you pick a Role from the menu, click the 'Add Staff Group' or 'Add Staff Role'. The page will refresh and you can add more roles if needed.
When assigning roles, please keep in mind that the Administrator roles generally cover all minor roles for that category. Adding minor roles when a staff member already has the admin designation can inhibit their abilities rather than expand them.
Next, if the staff member is to receive any sort of transaction notifications or office support questions, you will want to assign Departments.
If you'd like to schedule a tech call to go over it in greater detail together, you can visit https://backagent.youcanbook.me/ and select a time that works for you.